Brandon Lloyd
Brandon Lloyd is a registered investment advisor at Mountain View Wealth Management LLC, based in Arlington, VA, with 13 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 46 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mountain View Wealth Management charges an annual fee based on the value of your portfolio. The specific percentage ranges from 0.01% to 2% of your total assets under management. The fees are negotiable.
Location
2611 S Clark St., Arlington, VA, 22202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brandon owns several LLCs related to rental and real estate investment properties, dedicating minimal time to each. He is also an independent licensed insurance representative.
Employment History
Current Registrations
Mountain View Wealth Management LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.